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SANKYU, Net Income Forecast for the Fiscal Year Revised Upward by 2%, Dividend Revised Upward by 4 Yen

Fri Oct 31, 2025 3:30 pm JST Earnings

9065 SANKYU INC. 【J-GAAP】

Earnings Report

SANKYU INC. <9065> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 13.5 billion yen, a 2.1% increase compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 1.7%, from the previous forecast of 29.5 billion yen to 30.0 billion yen (compared to 30.7 billion yen in the previous period), and the declining rate is expected to decrease from 4.1% to 2.4%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 5.8% from the same period last year to 16.4 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 232 yen to 236 yen (compared to 232 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income decreased to 7.21 billion yen, a 4.8% decrease compared to the same period last year. The operating profit margin worsened from 7.2% in the same period last year to 6.8%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 277,175 16,906 18,104 11,460 198.4 49.4 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 299,098 20,038 20,259 13,231 241.7 45.3 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 315,539 20,559 20,317 13,507 259.8 49.6 Oct 31, 2025 J-GAAP
YoY +5.5% +2.6% +0.3% +2.1% +7.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 311,000 20,000 20,500 14,000 271.7 116 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 315,539 20,559 20,317 13,507 259.8 118 Oct 31, 2025 J-GAAP
Revision Rate +1.5% +2.8% -0.9% -3.5% -4.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 618,000 41,000 41,000 29,500 580.8 232 May 12, 2025 J-GAAP
Mar, 2026 New 624,500 42,000 41,000 30,000 590.6 236 Oct 31, 2025 J-GAAP
Revision Rate +1.1% +2.4% 0.0% +1.7% +1.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 307,693 23,907 24,420 17,516 325.3 130 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 308,961 21,441 20,683 16,493 324.7 118 Oct 31, 2025 J-GAAP
YoY +0.4% -10.3% -15.3% -5.8% -0.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 563,547 35,216 36,631 24,379 428.6 174 May 13, 2024 J-GAAP
Mar, 2025 606,791 43,945 44,679 30,747 571.0 232 May 12, 2025 J-GAAP
Mar, 2026 Guidance 624,500 42,000 41,000 30,000 590.6 236 Oct 31, 2025 J-GAAP
YoY +2.9% -4.4% -8.2% -2.4% +3.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 156,078 11,284 10,767 7,578 138.4 7.2 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 156,581 12,832 13,176 9,047 166.9 8.2 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 151,112 11,075 11,244 8,469 157.3 7.3 May 12, 2025 J-GAAP
Apr - Jun, 2025 153,954 9,623 9,758 6,296 120.3 6.3 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 161,585 10,936 10,559 7,211 138.7 6.8 Oct 31, 2025 J-GAAP
YoY +3.5% -3.1% -1.9% -4.8% +0.2%

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